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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1201
CVA Family Office
Colorado
$355K +$23.7K +65 +7%
RCG
1202
Regatta Capital Group
California
$354K -$58.8K -161 -15%
AAM
1203
Alphadyne Asset Management
New York
$354K +$339K +929 New
PHS
1204
Pekin Hardy Strauss
Illinois
$352K – – –
FFA
1205
Farther Finance Advisors
California
$351K -$36.5K -100 -10%
AAS
1206
Ameritas Advisory Services
Nebraska
$350K -$1.11M -3,032 -76%
LA
1207
Latitude Advisors
Florida
$349K -$365 -1 -0.1%
KA
1208
Klingman & Associates
New York
$348K +$334K +914 New
CL
1209
Choreo LLC
Illinois
$348K -$4.75K -13 -1%
RC
1210
Roundview Capital
New Jersey
$348K -$3.65K -10 -1%
FG
1211
Fiduciary Group
Georgia
$346K -$7.67K -21 -2%
DBT
1212
Dubuque Bank & Trust
Iowa
$346K +$332K +908 New
SOW
1213
State of Wyoming
Wyoming
$345K +$331K +906 New
EWA
1214
Exencial Wealth Advisors
Oklahoma
$344K -$106K -291 -24%
SWM
1215
SeaCrest Wealth Management
New York
$344K -$32.5K -89 -9%
W
1216
Wealthquest
Ohio
$343K – – –
WB
1217
Webster Bank
Connecticut
$343K +$329K +900 New
SHGA
1218
Sand Hill Global Advisors
California
$339K +$365 +1 +0.1%
SPP
1219
Single Point Partners
Massachusetts
$338K +$324K +888 New
CWP
1220
Concord Wealth Partners
Virginia
$336K +$152K +416 +89%
1WA
1221
180 Wealth Advisors
Washington
$336K +$6.57K +18 +2%
IFG
1222
Independent Financial Group
California
$335K +$321K +880 New
HFBOT
1223
Home Federal Bank of Tennessee
Tennessee
$335K – – –
AO
1224
Advisor OS
Illinois
$335K +$38.7K +106 +14%
PEA
1225
Park Edge Advisors
Ohio
$335K -$17.9K -49 -5%
47 48
49
50 51